Portfolio Management

Team Managed

The Fund is managed by the Sterling Capital Advisory Solutions Team led by James C. Willis, CFA and Jeffrey J. Schappe, CFA & Chief Market Strategist.

Jim joined BB&T Asset Management in 2003 and Sterling Capital Management through merger in October 2010. He has investment experience since 1996 and is a graduate of Rice University where he received his BA in Economics and Political Science and a MBA from Georgetown University. He is a CFA Charterholder.

Jeff joined BB&T Asset Management in 2003 and Sterling Capital Management through merger in October 2010. He has investment experience since 1991 and is a graduate of University of Wisconsin-Madison where he received his BA in Journalism and a MBA in Finance. He is a CFA Charterholder.

The investment team supporting the Fund includes eight investment professionals with an average of more than 17 years industry experience.